Personal Track Record
This is not an investment model
- It is a record of a member’s personal broker account as reported to Covestor
- It cannot be mirrored
Feb 01, 2012
Allen Bernier - View Profile
Personal Track Record
| Inception date | June 23, 2007 |
| Long/Short | Long only |
| Cap bias | No specific |
| Holding Period | Buy and hold |
Performance and Risk
Performance Summary (as at end of February 08, 2012)
| Inception June 23, 2007 | Member | S&P 500 |
|---|---|---|
| Month to date (%) | 8.93 | 4.41 |
| 3 month (%) | 7.32 | 4.76 |
| 1 year (%) | 7.94 | 2.09 |
| Annualized since inception (%) | 2.90 | 0.68 |
| Since inception (%) | 14.12 | n/a |
| Sharpe (annualized) | 0.08 | 0.01 |
| % of positive months | 53.57 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
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EWS September 21, 2007
Love this emrging market fund (Singapore), major financial center with exposure to China
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RAIL August 24, 2007
RAIL This company is too cheap not to own right now. The reward could far outweigh the risk. It has some short term issues but looking out a year or so it looks good. Plus as the railroad stocks start to rebound RAIL will be right there with them
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NUE August 24, 2007
NUE appears to be an excellent value play at this time. It has a high earnings yield and a high return on capital. Also I am betting that steel companies are going to bounce back soon.
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RAIL August 24, 2007
This company is too cheap not to own right now. The reward could far outweigh the risk. It has some short term issues but looking out a year or so it looks good. Plus as the railroad stocks start to rebound RAIL will be right there with them
- Industry Banking
- Expertise 10-20 years
- Year of Birth 1969
- Country United States
- State Massachusetts
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- Past performance is no guarantee of future results.
- Performance of a Personal Track Record is calculated by Covestor on a daily time-weighted basis of equity positions in the account provided by the member. It is exclusive of any commissions, fees, dividends, earnings distributions, and cash in the portfolio.
- Month to Date returns and Since Inception returns are revised daily. All other returns (month, 3 month, year to date, et al) are calculated as of the most recent month end date.
- All graph data is as of the end of day for the referenced period, unless otherwise specified.
- Benchmark returns have been calculated by Covestor using a time-weighted calculation of daily index valuations and do not include cash, dividends and earnings distributions, or transaction costs. More
- All Personal Track Record information including personal data, profiles, strategies, commentary, and historical results outside of Covestor has been provided by the Member. Covestor makes no representation or warranty of its accuracy, completeness or relevance and it does not represent the opinions of Covestor.